Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 2301 | $188,854 | 528 | 0.00 | 0.10 | 2 | 0.38 | 03-31-2024 |
PACIFICA PARTNERS INC | COM | 2302 | $179,231 | 511 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 2303 | $136,528 | 500 | 0.00 | 0.00 | 20 | 4.17 | 09-30-2023 |
SUNBELT SECURITIES INC | Stock | 2304 | $178,780 | 500 | 0.00 | 0.00 | -521 | -51.03 | 03-31-2024 |